玩股撇步(動畫小學堂)  

  • 理想的成長型公司, 本業EPS的成長幅度會大於營收的成長幅度
  • 營收到某個數字後, 本業EPS呈現不成比例的增加, 有可能是規模經濟的效應
  • 如果是有淡旺季的公司, 是否有淡季不淡, 旺季更旺的情況
  • 漲很多的股票要留意 EPS 較上季是否有大幅衰退的情況
  • 如果EPS衰退,要觀察同業是不是有一樣的狀況
  • 要留意增資減資和公司債對股本及EPS的影響
成長能力-近20季
加權平均股數 QoQ YoYEPS QoQ YoY本業EPS QoQ YoY累計EPS QoQ YoY營收 QoQ YoY毛利率(%) QoQ YoY營業利益率 QoQ YoY稅後淨利率 QoQ YoY營業利益 QoQ YoY稅後淨利 QoQ YoY稅前淨利率(%) QoQ YoY稅後淨利率(%) QoQ YoY兩季平均(YOY)營收成長率(%)兩季平均(YOY)EPS成長率(%)兩季平均(YOY)本業EPS成長率(%)
25Q2 (20)611.675.171.50-64.62-63.334.8264.5169.725.7335.14-34.446.3611.381.1167.8911.9635.7549.9417.0735.4514.33-68.0-62.233.1729.9236.640.91-64.45-61.9218.01-67.95-62.0214.33-68.0-62.23-0.18-43.4129.82
25Q1 (19)601.693.454.24-22.2-8.822.93-4.8735.654.24-75.01-8.825.71-11.75-3.7160.6411.5115.2242.6611.3320.0744.78-9.7-1.652.44-1.6115.642.56-20.25-5.1956.19-4.47-4.4444.78-9.7-1.65-4.4532.87-4.46
24Q4 (18)590.05.365.4587.93193.013.08-4.0512.016.9746.4234.156.472.862.8654.386.7522.1238.320.5835.649.5983.19197.842.483.3339.333.2188.82205.7158.8273.0223.5449.5983.19197.841.4329.424.49
24Q3 (17)591.725.362.90-29.1-34.833.2113.0383.4311.5932.616.436.290.0-0.6350.941.8611.2738.103.3439.7727.07-28.65-31.812.43.4538.731.7-28.87-32.2734.00-28.3-31.9327.07-28.65-31.813.04-20.5722.25
24Q2 (16)580.05.454.09-12.043.282.8431.4832.098.7487.9635.096.296.074.4950.01-4.981.2836.873.7719.0937.94-16.674.172.329.9524.732.39-11.489.1347.42-19.353.9537.94-16.674.170.1868.985.02
24Q1 (15)583.575.454.65150.085.262.16-21.4513.684.65-63.2485.265.93-5.724.2252.6318.199.9935.5325.7323.6745.53173.4587.142.1118.5428.662.7157.1495.6558.80223.4380.5345.53173.4587.14-3.1745.9017.84
23Q4 (14)560.01.821.86-58.2-20.512.7557.147.012.6516.1610.586.29-0.632.2844.53-2.73-7.8428.263.672.5816.65-58.06-20.331.782.895.331.05-58.17-18.618.18-63.6-20.6816.65-58.06-20.332.26-22.9219.27
23Q3 (13)561.821.824.4512.3715.891.75-18.68.0210.8968.3219.676.335.156.0345.78-7.297.2127.26-11.954.8939.709.0112.181.73-6.9911.612.5114.6118.9649.959.4911.7239.709.0112.185.4735.07-2.72
23Q2 (12)550.00.03.9657.7747.212.1513.1629.526.47157.7723.06.025.8-5.6449.383.237.5930.967.7639.1536.4249.6957.191.8613.4130.992.1958.747.9745.6240.0753.9736.4249.6957.19-0.8432.52-6.46
23Q1 (11)550.00.02.517.26-2.331.90-26.0725.832.51-78.06-2.335.69-7.4812.4547.85-0.9712.8528.734.2810.0324.3316.41-12.831.64-2.9624.241.386.98-2.1332.5742.1-9.124.3316.41-12.83-2.23-15.9016.29
22Q4 (10)550.00.02.34-39.0615.842.5758.6435.2611.4425.7186.936.153.0216.9248.3213.1612.0127.556.0-0.6820.90-40.94-1.091.699.0315.751.29-38.8616.2222.92-48.74-14.6420.90-40.94-1.09-1.701.8428.12
22Q3 (9)550.00.03.8442.75176.261.62-2.4131.719.1073.0121.955.97-6.4320.6142.7018.9719.8425.9916.8127.7135.3952.74129.511.559.1553.472.1142.57177.6344.7150.89117.3635.3952.74129.519.8323.713.76
22Q2 (8)550.00.02.694.67195.61.669.9317.735.26104.6794.16.3826.0939.9135.89-15.35-6.4922.25-14.786.9223.17-16.98111.991.427.5849.471.484.96196.029.63-17.3131.1223.17-16.98111.9911.1415.95-5.30
22Q1 (7)550.00.02.5727.2342.781.51-20.53-6.212.57-58.0142.785.06-3.816.5942.40-1.720.1226.11-5.88-11.2827.9132.0922.251.32-9.593.121.4127.0342.4235.8333.4520.827.9132.0922.251.2336.2716.97
21Q4 (6)550.00.02.0245.3234.671.9054.476.156.1249.278.325.266.2627.9843.1421.08-8.2927.7436.31-6.7621.1337.035.491.4644.5519.671.1146.0535.3726.8530.5315.3421.1337.035.497.4149.0320.85
21Q3 (5)550.00.01.3952.7532.381.23-12.77-3.914.1051.29-1.444.958.5526.9235.63-7.17-8.0320.35-2.21-10.8615.4241.084.541.016.3213.480.7652.031.0320.5760.4516.0215.4241.084.54--0.00
21Q2 (4)550.00.00.91-49.440.01.41-12.420.02.7150.560.04.565.070.038.38-9.370.020.81-29.290.010.93-52.120.00.95-25.780.00.5-49.490.012.82-56.780.010.93-52.120.0--0.00
21Q1 (3)550.00.01.8020.00.01.61-10.060.01.80-68.140.04.345.60.042.35-9.970.029.43-1.080.022.8313.980.01.284.920.00.9920.730.029.6627.410.022.8313.980.0--0.00
20Q4 (2)550.00.01.5042.860.01.7939.840.05.6535.820.04.115.380.047.0421.420.029.7530.310.020.0335.80.01.2237.080.00.8241.380.023.2831.30.020.0335.80.0--0.00
20Q3 (1)550.00.01.050.00.01.280.00.04.160.00.03.90.00.038.740.00.022.830.00.014.750.00.00.890.00.00.580.00.017.730.00.014.750.00.0--0.00
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2025/82.08-1.36-5.9516.26-1.666.28N/A-
2025/72.110.830.0614.18-1.06.3N/A-
2025/62.09-0.273.4112.07-1.196.362.68-
2025/52.1-3.092.669.98-2.16.192.75-
2025/42.1712.54-2.537.88-3.35.912.88-
2025/31.925.41-7.195.71-3.595.712.8-
2025/21.83-7.10.333.79-1.655.82.75-
2025/11.96-2.4-3.421.96-3.426.132.61-
2024/122.01-6.6-2.024.982.676.472.36-
2024/112.16-6.385.1122.963.16.432.38-
2024/102.316.985.5920.812.96.482.36-
2024/91.97-11.04-11.4118.512.586.292.65-
2024/82.214.9411.4516.544.546.352.63-
2024/72.114.21-0.5214.323.556.182.7-
2024/62.02-1.09.1812.224.296.292.88-
2024/52.04-8.0-7.5410.193.376.342.86-
2024/42.227.1613.498.156.536.112.97-
2024/32.0713.97-2.025.934.145.933.2-
2024/21.82-10.591.543.857.795.913.21-
2024/12.03-0.9614.062.0314.066.143.09-
2023/122.050.16-1.4324.333.26.293.02-
2023/112.05-5.96-6.0522.273.656.452.94-
2023/102.18-1.8615.8120.224.756.392.97-
2023/92.2211.924.8918.043.556.333.24-
2023/81.99-6.334.1615.823.375.963.44-
2023/72.1214.398.8613.833.266.183.31-
2023/61.85-16.17-9.6211.712.36.023.48-
2023/52.2112.935.29.864.916.283.34-
2023/41.96-7.49-12.287.654.825.863.57-
2023/32.1218.125.685.6912.365.693.5-
2023/21.790.4336.213.5816.745.663.52-
2023/11.78-14.422.081.782.086.053.29-
2022/122.08-4.5213.1323.5723.36.153.03-
2022/112.1815.9226.7621.4924.396.183.01-
2022/101.88-11.1110.9719.324.125.913.15-
2022/92.1211.1425.9417.4225.745.972.85-
2022/81.91-2.1111.5515.325.715.92.88-
2022/71.95-5.0324.9713.428.026.12.79-
2022/62.05-2.432.911.4528.556.382.38-
2022/52.1-5.8340.19.427.646.342.39-
2022/42.2311.4546.657.324.465.552.73-
2022/32.052.2528.125.0616.685.062.85-
2022/21.32-24.731.383.0610.244.92.95-
2022/11.75-5.1618.01.7518.05.312.72-
2021/121.846.9820.0619.1218.415.262.5-
2021/111.721.4821.9517.2718.245.12.58-
2021/101.70.8745.8315.5517.845.092.58-
2021/91.68-1.5429.3813.8515.144.952.57-
2021/81.719.6643.712.1713.414.812.65-
2021/71.560.9810.4410.469.644.62.77-
2021/61.542.87-4.878.99.54.562.67-
2021/51.5-1.439.837.3613.084.582.66-
2021/41.52-2.627.765.8613.944.382.78-
2021/31.5620.4723.324.3416.284.342.67-
2021/21.3-12.387.082.7812.664.312.69-
2021/11.48-3.5118.061.4818.064.432.62-
2020/121.538.667.9416.14-3.234.112.49-
2020/111.4121.3521.1914.61-4.283.882.64-
2020/101.16-10.5-10.0613.2-6.380.0N/A-
2020/91.39.34-7.7512.03-6.010.0N/A-
成長能力-近10年
加權平均股數 YoYEPS YoY本業EPS YoY營收 YoY毛利率(%) YoY營業利益率 YoY稅後淨利率 YoY營業利益 YoY稅前淨利 YoY稅後淨利 YoY
2024 (10)595.3616.0534.3111.3031.5524.982.6752.0011.0437.2429.440.0236.459.332.8612.4139.4410.040.06
2023 (9)561.8211.959.948.5916.7124.333.2246.8310.8128.7813.2629.339.897.016.868.914.257.1413.51
2022 (8)550.010.8778.497.3619.4823.5723.2742.265.9725.413.4626.6951.655.9927.727.7981.166.2986.65
2021 (7)550.06.098.366.164.0519.1218.4639.88-10.424.56-8.2617.60-8.624.698.564.312.573.378.36
2020 (6)550.05.624.465.9235.7816.14-3.2444.5120.7926.7730.5219.268.144.3226.323.822.413.114.71
2019 (5)555.775.386.324.3621.4516.681.4636.8510.1620.5118.5517.8111.453.4220.423.7313.372.9712.93
2018 (4)524.05.060.03.59-23.4516.4413.0733.45-12.6617.30-29.7615.98-8.692.84-20.673.290.612.633.14
2017 (3)500.05.0644.574.6963.4114.5415.3138.305.3424.6332.6317.5036.833.5852.993.2739.152.5544.89
2016 (2)500.03.50-32.952.8766.8612.6125.9736.36-3.1418.575.9912.79-52.192.3433.712.35-29.641.76-33.08
2015 (1)500.05.2201.72-34.3510.01-31.4437.54017.52026.7501.75-19.723.3436.892.6341.4

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